The new omnibus budget bill sets the federal estate-tax exemption at $15 million for the next year and provides for the ...

This is a generationally significant moment—strategic action now can preserve and protect multigenerational wealth when it ...

The GOP extended and increased the higher gift and estate tax exemption and affected AMT thresholds. What might this mean for ...

It is tempting to think the budget conflicts in Washington today are something new and different from a dialogue going on for ...

Republicans will be planning a victory lap and Democrats will be thinking about their election strategy. But financial ...

As you plan for the future, having a holistic estate plan is an essential step in protecting your family. Many families make ...

As the sun sets on the Tax Cuts and Jobs Act (TCJA) at the end of 2025, the landscape of estate planning will undergo a significant shift. The current estate tax exclusion amount, which allows ...

Estate planning has become more urgent for rich people as the election nears. That’s why tax laws need fixing, critics say. The future of estate taxes will be a flash point as the Trump tax cuts ...